Ruchir Gupte
Summary
Results-driven professional with extensive experience in business management within the investment banking sector, leveraging a solid foundation in secondary research. Over the past nine years, I have effectively managed business operations, collaborating with cross-functional teams to drive strategic initiatives and enhance performance. Highly skilled in analyzing market trends, forecasting revenue, and nurturing stakeholder relationships to achieve business objectives.
Overview
12
12
years of professional experience
Work History
Associate
JPMorgan
Mumbai
03.2024 - Current
- Currently working as a Business Manager for South East Asia Head and collaborating with individual country heads of Southeast Asia
- Coordinating with bankers regarding pipeline updates and assisting in forecasting revenue for the region
- Managing headcount calculations and providing updates to the SEA head
- Coordinating with Product and Industry BMs on project updates and revenue sharing discussions
- Working with different outsourcing teams in Singapore to update Service Level Agreements (FSLA/IAS), which are later updated in MAS
- Tracking Singapore banker involvement in cross-border deals to ensure SEA receives revenue share as per MAS guidelines, while also notifying for tax purposes
- Monitoring Branch Permissibility statements added to engagement letters to avoid breaches of the code of conduct
Associate
JPMorgan
Mumbai
01.2016 - 02.2024
- Coordinate with M&A Business Management team of North America to develop analyses to support marketing activity while regularly tracking company volume and wallet revenue
- Worked at the New York office and directly coordinated with M&A heads on multiple projects
- Creating presentation materials to cover market research
- Analyze competitor companies from a financial and industry perspective & compare it with JPMorgan performance
- Manage request by senior management for their personal interviews outside the firm & oversee management meetings books
- Identify M&A trends of different sectors & regions
- Forecasting revenue and looking after forward wallet for the M&A team
- Regularly updating senior management with the themes in the market and posting actual numbers comparing it with other banks
- Tracking pipeline deals and updating announcements and closure for same
- Key Projects: CNBC and Bloomberg interviews, M&A outlook etc.
Senior Team Member
BA Continuum - Bank of America Merrill Lynch
Gurgaon
01.2015 - 01.2016
- Awarded as best researcher within first three months of tenure
- Assisting investment bankers across the globe by providing research on Basic as well as niche industries through various sources such as Equity research, Credit Ratings, M&A, News run etc
- Providing research on management and board of directors of company
- Sourcing and analyzing data from variety of sources, including, but not limited to, company documents and materials, SEC/regulatory filings, industry publications, trade shows, free web search and online data service
- Interacting directly both by telephone and email with based Investment Bankers worldwide
- Learn and follow research process best practices for broad range of research products, using analytical abilities and judgment to select most relevant research content for delivery to clients
- Working on databases like Dealogic, Factset, Perfect Information, Thomson Research, Capital IQ, Orbis, Hoovers, S&P, Moody's, Fitch, Frost, BMI, IBIS etc
- Advance Industry Rating Research on the sectors like Oil and Gas, Telecommunication, Real Estate, Retail Sector, Banking, Metal and Mining, Pharmaceutical, Companies & Countries from S&P, Moody's and Fitch
- Providing Macro-Economic research on Countries/Region from EIU, HIS, BMI, Oxford Economics, Bloomberg and Thomson One.
Senior Analyst - Investment Banking
Integreon Managed Solutions
Mumbai
01.2013 - 01.2015
- Managing Global workflow for client, updating bankers directly on deadline for their respective request and assigning it to team members as per their level of work experience and deadline
- Managing team of around 15 members and helping them on any of query with target of providing accurate results to bankers throughout shift
- To cater analysts by providing research on Basic as well as niche industries (Equity research, Credit Ratings, M&A, News run etc.) and complex research on companies (growth rates, SOTP valuation, synergies in M&A, ownership details, business segments forecast, DCF valuation, rating methodology etc.)
- Sourcing and analyzing data from variety of sources, including, but not limited to, company documents and materials, SEC/regulatory filings, industry publications, trade shows, and online data service
- Making Company-profiles and pitch-books by understanding nature of each business especially on Investment Bank's Clients
- Interacting directly both by telephone and email with based Investment Bankers worldwide
- Learn and follow research process best practices for broad range of research products, using analytical abilities and judgment to select most relevant research content for delivery to clients
- Working on databases like Dealogic, Factset, Perfect Information, Thomson Research, Capital IQ, Orbis, Hoovers, S&P, Moody's, Fitch etc
- Handling weekly & daily runs for Bankers on industry/sector like Oil & Gas, Insurance, Banking, from Lexis-Nexis
- Advance Industry Rating Research on sectors like Oil and Gas, Telecommunication, Real Estate, Retail Sector, Banking, Metal and Mining, Pharmaceutical, Companies & Countries from S&P, Moody's and Fitch
- Mentoring junior researchers to provide appropriate sources of information based on prior experience and helping them scale-up
- Conducting research on Merger and Acquisition transactions from Dealogic, FactSet and Capital IQ
- Macro-Economic Data on Countries/Region from EIU, IHS and Thomson.
Education
MBA - Finance
Mumbai University
05-2013
Bachelors - Financial Markets
Mumbai University
05-2011
Skills
- Database (Dealogic, Bloomberg etc)
- Web Search
- Excel
- Presentation
- Multitasking abilities
- Critical thinking
- Conflict resolution
Personal Information
Title: Associate - Business Management (Investment Banking)
Timeline
Associate
JPMorgan
03.2024 - Current
Associate
JPMorgan
01.2016 - 02.2024
Senior Team Member
BA Continuum - Bank of America Merrill Lynch
01.2015 - 01.2016
Senior Analyst - Investment Banking
Integreon Managed Solutions
01.2013 - 01.2015
MBA - Finance
Mumbai University
Bachelors - Financial Markets
Mumbai University
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